Who is Fortnum?

*Fortnum Financial Advisers

Fortnum Financial Advisers is Australia’s leading non-institutionally owned licensee for quality, client-centric advice businesses. Fortnum is the licensing partner of choice for professional advice firms who are committed to achieving sustainable revenue and profit growth.

Fortnum’s commitment to advisers has been consistently recognised by leading global financial services consultant CoreData.   Fortnum Financial Advisers has won the prestigious “CoreData Licensee of the Year Award for three consecutive years, reinforcing that Fortnum advisers have the highest level of satisfaction in terms of overall support, remuneration, product independence and brand.

What we do

Fortnum Core Services

Our commitment to advisers has been consistently recognised by leading global financial services consultant CoreData

  • Leveraging our group buying power to negotiate lower product fees
  • Professional advice framework designed by advisers not product manufacturers or lawyers
  • Business growth, targeting annualised growth of 15%
  • Advice coaching
  • Advice implementation – systems and process improvement
  • Leadership
  • Ongoing education and training through the Academy
  • Collaboration and knowledge sharing

Our team

The Team Behind Fortnum

Join Fortnum now

testimonials

Adviser Testimonials